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Disclosery

D.A. DAVIDSON & CO.: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on USFR, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 127,416 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,416 shares
    Change vs previous 13F -1,415 shares

    0.04% of the 13F portfolio, value $6,415,396.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 128,831 shares
    Change vs previous 13F -307 shares

    0.04% of the 13F portfolio, value $6,485,353.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 129,138 shares
    Change vs previous 13F -2,764 shares

    0.04% of the 13F portfolio, value $6,498,224.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,902 shares
    Change vs previous 13F +2,279 shares

    0.04% of the 13F portfolio, value $6,630,714.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 129,623 shares
    Change vs previous 13F -18,809 shares

    0.05% of the 13F portfolio, value $6,521,333.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 148,432 shares
    Change vs previous 13F -4,566 shares

    0.06% of the 13F portfolio, value $7,470,583.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 152,998 shares
    Change vs previous 13F +16,519 shares

    0.06% of the 13F portfolio, value $7,698,859.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 136,479 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,853,975.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).